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0345 300 6256
To arrange a free, no obligation meeting

Head of Portfolio Management

  • Job Title:
    Head of Portfolio Management
  • Location:
  • Office:
  • Job Reference:
  • Job Purpose:

    Reporting to the Director of Advisory Services, the purpose of this role is to support the business with a specialist advice service specifically focussing on all aspects relating to technical advice services (including all specialist pensions), investment, asset allocation, fund and product selection and maintenance as well as the portfolio management aspects of our advice service.


    A fundamental part of this role is to manage, run, support, oversee, promote and grow the AuM of the Discretionary Model Portfolio Service and its operational framework in line with our business and advice standards and to be responsible for the oversight and systems and controls relating to the services provided.


  • Job Context:

    The job sits in the Central Services area of the business and the job holder reports to the Director of Advisory Services. They will be responsible for the management of the Research & Technical Advice Team delivering a range of support services to the adviser population in line with company strategy.

  • Contact Email:

For further details about the role please click here

To apply for this role please send your cv and a covering email to adviserrecruitment@chasedevere.co.